Anic Equity¶
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Total return since start: 0.55 %¶
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Equity now: -----------------------------> 47349.9 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45954.92 Kr¶
PnL: ---------------------------------------> -933.65 Kr¶
DD now: ---------------------------------> -2.632 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 14:30:18.201081'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 2.660000 | 3090.000000 | 163.000000 | 5.570000 | 2927.000000 |
| HEBA B | 70 | 0.130000 | 2793.000000 | 157.000000 | 5.960000 | 2636.000010 |
| HMS Networks | 2 | 15.330000 | 797.600000 | 124.600000 | 18.510000 | 673.000000 |
| SAAB B | 8 | 1.130000 | 3446.400000 | 69.400000 | 2.060000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.020000 | 396.000000 | 41.000000 | 11.550000 | 355.000000 |
| MedCap | 2 | -0.430000 | 459.000000 | 38.000000 | 9.030000 | 421.000000 |
| Boozt | 12 | 1.220000 | 1688.400000 | 34.400000 | 2.080000 | 1653.999996 |
| Corem Property Group B | 59 | -1.240000 | 609.470000 | 32.470000 | 5.630000 | 576.999999 |
| Intrum | 4 | 4.600000 | 554.600000 | 27.600000 | 5.240000 | 527.000000 |
| Resurs Holding | 22 | -1.020000 | 595.760000 | 21.760000 | 3.790000 | 573.999998 |
| AcadeMedia | 12 | -1.310000 | 577.920000 | 20.920000 | 3.760000 | 557.000004 |
| Eastnine | 4 | 0.640000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Swedbank A | 3 | -0.850000 | 574.800000 | 10.800000 | 1.910000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.550000 | 572.250000 | 10.250000 | 1.820000 | 562.000005 |
| Securitas B | 6 | 0.230000 | 580.080000 | 10.080000 | 1.770000 | 570.000000 |
| OEM International B | 7 | -0.130000 | 536.900000 | 8.900000 | 1.690000 | 527.999997 |
| Karnov Group | 9 | 0.000000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Coor Service Management Hold. | 8 | 0.150000 | 536.000000 | 4.000000 | 0.750000 | 532.000000 |
| Norva24 Group | 16 | 0.060000 | 546.560000 | 3.560000 | 0.660000 | 543.000000 |
| Creaspac SPAC | 6 | 0.520000 | 580.200000 | 3.200000 | 0.550000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.390000 | 248.640000 | 2.640000 | 1.070000 | 246.000000 |
| CTEK | 13 | 0.640000 | 532.480000 | -1.520000 | -0.280000 | 533.999999 |
| Handelsbanken A | 5 | -0.420000 | 537.500000 | -8.500000 | -1.560000 | 546.000000 |
| Nordea Bank Abp | 29 | -0.690000 | 3445.200000 | -8.800000 | -0.250000 | 3453.999992 |
| Midsona B | 63 | 1.010000 | 567.000000 | -16.000000 | -2.740000 | 582.999984 |
| Essity B | 2 | -3.790000 | 538.000000 | -36.000000 | -6.270000 | 574.000000 |
| International Petroleum Corp. | 5 | -0.450000 | 550.000000 | -44.570000 | -7.500000 | 594.565215 |
| Vivesto | 1368 | 2.050000 | 544.460000 | -68.540000 | -11.180000 | 612.999432 |
| Essity A | 4 | -3.400000 | 1080.000000 | -69.000000 | -6.010000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -1.190000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| Beijer Electronics Group | 26 | -8.440000 | 2875.600000 | -95.400000 | -3.210000 | 2971.000006 |
| Fasadgruppen Group | 35 | 0.580000 | 3654.000000 | -157.000000 | -4.120000 | 3810.999990 |
| OX2 | 18 | 1.090000 | 1418.400000 | -245.600000 | -14.760000 | 1663.999992 |
| Axfood | 13 | -2.620000 | 3482.700000 | -273.300000 | -7.280000 | 3756.000001 |
| Ovzon | 52 | -1.130000 | 2730.000000 | -632.000000 | -18.800000 | 3361.999992 |
| TOTAL | 45954.920000 | -933.650000 | -2.63211% | 46888.564618 |
Updated:¶
'2023-01-26 14:30:30.867840'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
